HEALTHEDGE INVESTMENT PARTNERS, LLC
Legal name: HEALTHEDGE INVESTMENT PARTNERS
CRD #163421 SEC #801-110763 TAMPA, FL 813-490-7100
SEC Registered Private Funds
Total AUM
$328.8M
Discretionary
$328.8M
Employees
9
Clients
--
Accounts
5
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DAWSON, MATT, JARVIS | I | PRINCIPAL, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | NA | |
| DAWSON, MATT, JARVIS | I | PRINCIPAL, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | NA | |
| DAWSON, MATT, JARVIS | I | PRINCIPAL, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | NA | |
| DAWSON, MATT, JARVIS | I | PRINCIPAL, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | NA | |
| DAWSON, MATT, JARVIS | I | PRINCIPAL, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | NA | |
| DAWSON, MATT, JARVIS | I | PRINCIPAL, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | NA | |
| DAWSON, MATT, JARVIS | I | PARTNER, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | NA | |
| DAWSON, MATT, JARVIS | I | PRINCIPAL, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | NA | |
| DAWSON, MATT, JARVIS | I | PARTNER, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | NA | |
| DAWSON, MATT, JARVIS | I | PARTNER, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | NA | |
| Dawson, Matt | I | PRINCIPAL, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | NA | |
| Dawson, Matt | I | PRINCIPAL, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | NA | |
| Dawson, Matt | I | PRINCIPAL, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | NA | |
| HEBERLEIN, SCOTT, JAMES | I | PARTNER | NA | |
| HEBERLEIN, SCOTT, JAMES | I | PARTNER | NA | |
| HEBERLEIN, SCOTT, JAMES | I | PARTNER | NA | |
| Heberlein, Scott | I | PARTNER | NA | |
| Heberlein, Scott | I | PARTNER | NA | |
| Heberlein, Scott | I | PARTNER | NA | |
| ANDERSON, BRIAN, WILLIAM | I | MANAGER | D | Control |
| ANDERSON, BRIAN, WILLIAM | I | MANAGER | D | Control |
| ANDERSON, BRIAN, WILLIAM | I | MANAGER | D | Control |
| ANDERSON, BRIAN, WILLIAM | I | MANAGER | D | Control |
| DINGLE, PHILLIP, S | I | MANAGER | D | Control |
| DINGLE, PHILLIP, S | I | MANAGER | D | Control |
| DINGLE, PHILLIP, S | I | MANAGER | D | Control |
| DINGLE, PHILLIP, S | I | MANAGER | D | Control |
| ANDERSON, BRIAN, WILLIAM | I | MANAGER, MEMBER | C | Control |
| ANDERSON, BRIAN, WILLIAM | I | MANAGER | C | Control |
| ANDERSON, BRIAN, WILLIAM | I | MANAGER, MEMBER | C | Control |
| ANDERSON, BRIAN, WILLIAM | I | MANAGER, MEMBER | C | Control |
| ANDERSON, BRIAN, WILLIAM | I | MANAGER, MEMBER | C | Control |
| ANDERSON, BRIAN, WILLIAM | I | MANAGER, MEMBER | C | Control |
| ANDERSON, BRIAN, WILLIAM | I | MANAGER, MEMBER | C | Control |
| ANDERSON, BRIAN, WILLIAM | I | MANAGER, MEMBER | C | Control |
| ANDERSON, BRIAN, WILLIAM | I | MANAGER, MEMBER | C | Control |
| ANDERSON, BRIAN, WILLIAM | I | MANAGER, MEMBER | C | Control |
| ANDERSON, BRIAN, WILLIAM | I | MANAGER, MEMBER | C | Control |
| ANDERSON, BRIAN, WILLIAM | I | MANAGER | C | Control |
| ANDERSON, BRIAN, WILLIAM | I | MANAGER | C | Control |
| ANDERSON, BRIAN, WILLIAM | I | MANAGER | C | Control |
| DINGLE, PHILLIP, S | I | MANAGER, MEMBER | C | Control |
| DINGLE, PHILLIP, S | I | MANAGER | C | Control |
| DINGLE, PHILLIP, S | I | MANAGER, MEMBER | C | Control |
| DINGLE, PHILLIP, S | I | MANAGER | C | Control |
| DINGLE, PHILLIP, S | I | MANAGER | C | Control |
| DINGLE, PHILLIP, S | I | MANAGER | C | Control |
| DINGLE, PHILLIP, STEVEN | I | MANAGER, MEMBER | C | Control |
| DINGLE, PHILLIP, STEVEN | I | MANAGER, MEMBER | C | Control |
| DINGLE, PHILLIP, STEVEN | I | MANAGER, MEMBER | C | Control |
| DINGLE, PHILLIP, STEVEN | I | MANAGER, MEMBER | C | Control |
| DINGLE, PHILLIP, STEVEN | I | MANAGER, MEMBER | C | Control |
| DINGLE, PHILLIP, STEVEN | I | MANAGER, MEMBER | C | Control |
| DINGLE, PHILLIP, STEVEN | I | MANAGER, MEMBER | C | Control |
| DINGLE, PHILLIP, STEVEN | I | MANAGER, MEMBER | C | Control |
| HEBERLEIN, SCOTT, JAMES | I | PARTNER | C | |
| HEBERLEIN, SCOTT, JAMES | I | PARTNER | C | |
| HEBERLEIN, SCOTT, JAMES | I | MANAGER, MEMBER | C | Control |
| HEBERLEIN, SCOTT, JAMES | I | MANAGER, MEMBER | C | Control |
| HEBERLEIN, SCOTT, JAMES | I | MANAGER, MEMBER | C | Control |
| HEBERLEIN, SCOTT, JAMES | I | MANAGER, MEMBER | C | Control |
| HEBERLEIN, SCOTT, JAMES | I | MANAGER, MEMBER | C | Control |
| THOMPSON, JEFFERY, SCOTT | I | MANAGER, MEMBER | C | Control |
| THOMPSON, JEFFERY, SCOTT | I | MANAGER, MEMBER | C | Control |
| THOMPSON, JEFFERY, SCOTT | I | MANAGER, MEMBER | C | Control |
| THOMPSON, JEFFERY, SCOTT | I | MANAGER, MEMBER | C | Control |
| THOMPSON, JEFFERY, SCOTT | I | MANAGER, MEMBER | C | Control |
| THOMPSON, JEFFERY, SCOTT | I | MANAGER, MEMBER | C | Control |
| THOMPSON, JEFFERY, SCOTT | I | MANAGER, MEMBER | C | Control |
| THOMPSON, JEFFERY, SCOTT | I | MANAGER, MEMBER | C | Control |
| THOMPSON, JEFFERY, SCOTT | I | MANAGER, MEMBER | C | Control |
| THOMPSON, JEFFERY, SCOTT | I | MANAGER, MEMBER | C | Control |
| Thompson, Jeffery, Scott | I | MANAGER | C | Control |
| Thompson, Jeffery, Scott | I | MANAGER | C | Control |
| Thompson, Jeffery, Scott | I | MANAGER | C | Control |
| Thompson, Jeffery, Scott | I | MANAGER | C | Control |
| ANDERSON, BRIAN, WILLIAM | I | MANAGER, MEMBER | B | Control |
| ANDERSON, BRIAN, WILLIAM | I | MANAGER, MEMBER | B | Control |
| DAWSON, MATT, JARVIS | I | MEMBER MANAGER, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | B | Control |
| DAWSON, MATT, JARVIS | I | MEMBER MANAGER, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | B | Control |
| DINGLE, PHILLIP, STEVEN | I | MANAGER, MEMBER | B | Control |
| DINGLE, PHILLIP, STEVEN | I | MANAGER, MEMBER | B | Control |
| HEBERLEIN, SCOTT, JAMES | I | MANAGER, MEMBER | B | Control |
| HEBERLEIN, SCOTT, JAMES | I | MANAGER, MEMBER | B | Control |
| THOMPSON, JEFFERY, SCOTT | I | MANAGER, MEMBER | B | Control |
| THOMPSON, JEFFERY, SCOTT | I | MANAGER, MEMBER | B | Control |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Notice Filings (1)
FL
Address
5550 W EXECUTIVE DRIVESUITE 230
TAMPA, FL 33609
United States
Phone: 813-490-7100